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NewEdge Advisors’s Williams-Sonoma WSM Stock Holding History

NewEdge Advisors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
5,463
+116
+2% +$23K ﹤0.01% 1507
2026
Q1 		$975K Sell
5,347
-190
-3% -$37.9K ﹤0.01% 1519
2025
Q4 		$989K Buy
5,537
+145
+3% +$27.2K ﹤0.01% 1497
2025
Q3 		$1.05M Sell
5,392
-21
-0.4% -$4.01K ﹤0.01% 1375
2025
Q2 		$884K Sell
5,413
-2,966
-35% -$466K ﹤0.01% 1359
2025
Q1 		$1.32M Sell
8,379
-898
-10% -$174K 0.01% 1038
2024
Q4 		$1.72M Sell
9,277
-640
-6% -$102K 0.01% 894
2024
Q3 		$1.54M Sell
9,917
-1,391
-12% -$200K 0.01% 916
2024
Q2 		$1.6M Buy
11,308
+5,414
+92% +$807K 0.01% 854
2024
Q1 		$936K Buy
5,894
+1,982
+51% +$230K 0.01% 1032
2023
Q4 		$395K Buy
3,912
+2,258
+137% +$195K ﹤0.01% 1414
2023
Q3 		$128K Buy
1,654
+24
+1% +$1.65K ﹤0.01% 1754
2023
Q2 		$102K Buy
1,630
+1,186
+267% +$70.7K ﹤0.01% 1847
2023
Q1 		$27K Sell
444
-2,766
-86% -$173K ﹤0.01% 2234
2022
Q4 		$145K Buy
+3,210
New +$193K ﹤0.01% 1298
2022
Q1 		– Sell
-31,354
Closed -$2.65M – 1663
2021
Q4 		$2.65M Sell
31,354
-3,260
-9% -$304K 0.04% 371
2021
Q3 		$3.07M Buy
34,614
+3,882
+13% +$328K 0.08% 240
2021
Q2 		$2.45M Buy
30,732
+21,632
+238% +$1.84M 0.07% 271
2021
Q1 		$815K Sell
9,100
-1,718
-16% -$116K 0.02% 517
2020
Q4 		$551K Sell
10,818
-3,668
-25% -$188K 0.02% 597
2020
Q3 		$655K Sell
14,486
-2,450
-14% -$109K 0.02% 487
2020
Q2 		$694K Buy
16,936
+3,162
+23% +$108K 0.03% 461
2020
Q1 		$293K Sell
13,774
-1,140
-8% -$36.2K 0.01% 606
2019
Q4 		$547K Buy
+14,914
New +$518K 0.02% 497

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Advisors's WSM Position: Q2 2026 in Review

NewEdge Advisors increased its Williams-Sonoma (WSM) stake by 2.2% in Q2 2026, buying an estimated $23K and bringing the position to 5,463 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

NewEdge Advisors first reported a position in WSM in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.07M in Q3 2021. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • NewEdge Advisors held 5,463 shares of Williams-Sonoma worth $1.27M as of Q2 2026.
  • NewEdge Advisors bought 116 Williams-Sonoma shares in Q2 2026, an estimated $23K.
  • Williams-Sonoma made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1507 holding.
  • NewEdge Advisors first reported a position in Williams-Sonoma in Q4 2019 and has held it in 24 quarters since.
  • NewEdge Advisors's Williams-Sonoma position peaked at $3.07M in Q3 2021.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.